Rehmann Capital Advisory Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-10,634
| Closed | -$275K | – | 514 |
|
2020
Q4 | $275K | Buy |
10,634
+138
| +1% | +$3.57K | 0.03% | 390 |
|
2020
Q3 | $270K | Buy |
10,496
+68
| +0.7% | +$1.75K | 0.03% | 349 |
|
2020
Q2 | $267K | Sell |
10,428
-2,026
| -16% | -$51.9K | 0.04% | 346 |
|
2020
Q1 | $307K | Buy |
+12,454
| New | +$307K | 0.05% | 278 |
|
2019
Q3 | – | Sell |
-3,022
| Closed | -$76.5K | – | 1727 |
|
2019
Q2 | $76.5K | Buy |
3,022
+796
| +36% | +$20.1K | 0.01% | 695 |
|
2019
Q1 | $55K | Buy |
+2,226
| New | +$55K | 0.01% | 780 |
|